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Senior Marketing Operations Partner (Reporting and Analytics)

New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.

Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. 

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

Who Are We Looking For?
Vestwell's marketing team is looking for a Senior Marketing Operations Partner to serve as the primary owner of marketing analytics and reporting. This person will partner with Data, Product, and Revenue Technology to understand the data available across Google Analytics, HubSpot, and Salesforce, bring those sources into a consistent reporting view, and build the dashboards marketing needs to measure performance and make better decisions. 

The role will also own marketing attributes, the data points used to identify meaningful customer groups and support targeted campaigns. Working closely with Product and Engineering, this person will understand how attributes are defined and used, represent Marketing when attributes change, and help campaign teams apply them effectively. 

This is a hands-on analytics and reporting role, not a software or data engineering position. Success requires strong data judgment, practical reporting and dashboard-building skills, a clear understanding of how business systems connect, and the ability to translate stakeholder needs into useful reporting.

What Will You Be Doing?

  • Own marketing analytics and reporting. Serve as the main point of contact for marketing performance data, dashboards, recurring reporting, and measurement questions. Establish clear metric definitions and reporting standards so teams use a consistent view of performance.
  • Understand and connect the data. Partner with Data and Revenue Technology to map the available pre and post-sale data across Google Analytics, HubSpot, and Salesforce. Determine how those sources should work together, identify access or quality gaps, and create a reliable reporting view of the customer journey.
  • Build dashboards and recurring reports. Translate marketing questions into practical dashboards and reports that track initiatives, campaign performance, funnel movement, and business outcomes. Maintain the reports, validate the underlying data, and improve them as needs change.
  • Own marketing attributes. Maintain Marketing's understanding of the customer attributes used for segmentation and targeting. Partner with Product to understand how an attribute is defined, where it comes from, and how it can be used. Act as Marketing's point of contact when Product or Engineering proposes a new attribute or a change to an existing one.
  • Enable targeted campaigns. Help marketing teams identify useful customer groupings and apply approved attributes to campaign design, audience selection, personalization, and performance analysis. Confirm that segments are based on reliable data and can be measured consistently.
  • Measure the marketing funnel. Connect upper-funnel activity and pre-sale engagement to lead progression, sales outcomes, and relevant post-sale signals. Develop campaign and funnel reporting while clearly documenting data and attribution limitations.
  • Coordinate across teams. Work comfortably with Marketing, Data, Revenue Technology, Product, and Engineering to define requirements, resolve data questions, prioritize work, and communicate findings in terms each team can use.

Requirements
The Necessities

  • 5+ years of experience in marketing analytics, marketing operations, business intelligence, or a similar data-focused role.
  • Advanced hands-on experience with Google Analytics and HubSpot reporting, including the ability to build, validate, and explain reports within each platform.
  • Working knowledge of Salesforce reporting and data structures, with the ability to partner with Revenue Technology to obtain and apply the data Marketing needs.
  • Experience building dashboards and reporting frameworks in a business intelligence or data visualization tool such as Tableau, Sigma, or Looker.
  • Experience reconciling data from multiple systems, documenting metric definitions, identifying data-quality issues, and explaining the limits of the available data.
  • Experience using customer attributes, segments, or product data to support targeted marketing campaigns and measurement.
  • Strong analytical judgment and the ability to translate business questions into clear data requirements, useful reports, and actionable findings.
  • Demonstrated ability to work across Marketing, Data, Revenue Technology, Product, and Engineering teams, including stakeholders with different technical backgrounds.
  • Strong project management and communication skills, with close attention to accuracy, consistency, and follow-through.
  • Bachelor's degree in marketing, analytics, business, or a related field, or equivalent practical experience.

The Extras

  • Experience in financial services, technology, or another regulated industry.
  • Relevant Google Analytics, HubSpot, Salesforce, or business intelligence certifications.
  • Familiarity with product or behavioral analytics tools such as Amplitude, Mixpanel, or Pendo.
  • Basic familiarity with SQL, data warehouses, or data integration concepts. This knowledge is helpful for partnering with technical teams but is not an engineering requirement.

This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $105K - $120K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Employee Benefits
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Interview Process
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.

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